Backed by leading Silicon Valley investors

Automate your referral loop.

Clayful Inc. delivers agentic automation for primary care providers, coordinating authorizations, documents, patient outreach, specialist follow-up, and EMR updates under one operating record.

01Referral received

Order, diagnosis, payer, urgency, attachments, and preferred network rules.

02Authorization prepared

CPT rules, forms, and clinical documents checked before submission.

03Patient guided

Calls and secure messages collect barriers and explain next steps.

04Loop closed

Specialist status and consult notes return to the care record.

85%Reduction in staff workflow
3.4xFaster prior auth submission
2.2xIncrease in patient touchpoints

Clayful outcomes reflect partner referral workflows where repetitive coordination steps were automated. Final impact varies by referral volume, payer mix, specialty routing, and integration scope.

Product view

Referral work becomes a live operating queue, not a spreadsheet chase.

Referral OperationsLive queue
Cardiology referralDenied authorizationStaff review
Dermatology referralApproved, patient not scheduledAI outreach
Imaging referralMissing attachmentDocument request
Behavioral healthConsult note requestedSpecialist follow-up

Operational system of record

One queue for the work that usually lives across portals, faxes, phones, and spreadsheets.

Clayful keeps the referral journey structured from the first order through final consult-note retrieval. Staff see which referrals are waiting on payer authorization, which patients need help scheduling, and which specialists need another document or status check.

AI agents perform repeatable tasks under clinic-specific rules. Complex, urgent, or ambiguous cases are escalated with the context a coordinator needs to act quickly.

Market context: AAFP cites more than 100 million U.S. subspecialist referrals each year, with only about half completed. MGMA reported that 92% of surveyed practices hired or reassigned staff to handle prior authorization volume. AAFP · MGMA

How it works

A referral journey designed around real handoffs.

01Configure routing rules.

Preferred specialists, payer requirements, service lines, languages, and escalation triggers are mapped before launch.

02Automate follow-through.

Clayful prepares submissions, requests missing documents, sends patient updates, and checks status across approved channels.

03Escalate when judgment is needed.

Staff receive exception queues for clinical questions, unreachable patients, denied authorizations, or out-of-network requests.

04Return context to providers.

Referral status, appointment outcomes, and consult notes are organized so providers can continue care with fewer blind spots.

Technology

Built on the frontier of AI.

Intelligent Orchestration

Workflows handle the complexity of referral management across steps, edge cases, and clinic-specific rules.

Voice AI

Calls support natural, multilingual conversations with patients for referral updates and follow-through.

Document Parsing

Text and vision models extract structured data from complex medical documents, including handwritten notes.

Adaptive Learning

The system improves through real-world usage and human-in-the-loop feedback from each clinic workflow.

Testimonials

What partners say.

"Referral management is one of our most manual, labor-intensive workflows. Clayful has automated our most repetitive tasks, streamlining operations and enabling staff to focus on higher-value tasks."

Grace Floutsis, M.D. · CEO, White Memorial Community Health Center

"Their partnership has helped make our referral process more efficient, improve turnaround times, and give staff more time to focus on closing the referral loop and supporting patient care."

Michelle Venable · Health Center Operations Director, Behavioral Health Services, Inc.

Partner references and deployment context can be shared during diligence with appropriate permission.

Built for teams with referral volume

Useful where missed follow-up becomes a care gap.

Community health centers

Coordinate specialist access for patients who may need language support, transportation guidance, or repeated outreach.

Primary care groups

Standardize authorizations and patient updates across many providers, locations, and payer workflows.

Referral coordination teams

Replace manual status chasing with structured queues, exception alerts, and closed-loop reporting.

See how Clayful would route your highest-volume referrals.

Book a demo